Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX | 41% | 0.20% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX | 41% | 0.20% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Low Duration Bond ETF · FLDB | 31% | 0.20% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Conservative Income Bond Fund · FCNVX, FCNYX, FCNQX, FCNWX | 26% | 0.20% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Flex Conservative Income Bond Fund · FJTDX cheaper | 24% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | Fidelity SAI Low Duration Bond Fund · FZOLX | 20% | 0.20% | Fidelity Management & Research Company LLC |
| 7 | abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF · BCIM diff. adviser | 12% | 0.40% | abrdn Inc. |
| 8 | JPMorgan Managed Income Fund · JMGIX, JMGLX diff. adviser | 10% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 9 | iShares iBonds Dec 2026 Term Corporate ETF · IBDR cheaper diff. adviser | 9% | 0.10% | BlackRock Fund Advisors |
| 10 | Invesco BulletShares 2026 Corporate Bond ETF · BSCQ cheaper diff. adviser | 9% | 0.10% | Invesco Capital Management LLC |
| 11 | SPDR SSGA My2026 Corporate Bond ETF · MYCF cheaper diff. adviser | 9% | 0.15% | SSGA Funds Management, Inc. |
| 12 | TrueShares Structured Outcome (December) ETF diff. adviser | 7% | 0.79% | TrueMark Investments, LLC |
| 13 | LifeX 2063 Inflation-Protected Longevity Income ETF diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 14 | JPMorgan Ultra-Short Income ETF · JPST cheaper diff. adviser | 7% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 15 | Defiance Enhanced Long Vol ETF · VIXI | 6% | 1.02% | — |
| 16 | iShares iBonds 2026 Term High Yield and Income ETF · IBHF diff. adviser | 6% | 0.35% | BlackRock Fund Advisors |
| 17 | TrueShares Structured Outcome (October) ETF diff. adviser | 6% | 0.79% | TrueMark Investments, LLC |
| 18 | ARK 21Shares Active Bitcoin Futures Strategy ETF · ARKA | 6% | 0.70% | — |
| 19 | ARK 21Shares Active Ethereum Futures Strategy ETF · ARKZ | 6% | 0.70% | — |
| 20 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 6% | 0.12% | Goldman Sachs Asset Management, L.P. |
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